U.S. Software Stock News

Amcor recently launched the Amcor Lift-Off Winter 2025/26 Challenge, inviting start-ups globally to present innovative solutions for more sustainable flexible and paper-based packaging, particularly in areas such as home-compostable adhesives, high-performance compostable barriers, and nature-based additives. This initiative highlights Amcor’s ongoing commitment to open innovation and circularity, offering start-ups potential joint development and investment opportunities of up to...

NOV (NOV) has announced that longtime Chairman and CEO Clay Williams will retire. Current President and COO Jose Bayardo will step into the combined Chairman, President, and CEO role starting January 1, 2026. Changes like this at the top executive level always prompt closer looks from investors, especially when the successor comes from within the company. See our latest analysis for NOV. NOV’s share price has climbed 18.9% over the past three months, with momentum picking up despite a modest...

NextDecade (NEXT) shares are in focus after the company initiated the federal regulatory process to expand its Rio Grande LNG facility with a sixth train and new marine berth, while also securing additional debt financing. See our latest analysis for NextDecade. NextDecade’s recent push to expand its Rio Grande LNG project and secure more flexible debt financing is unfolding against a backdrop of sharp share price swings. Even with promising news, the stock is down nearly 43% in the last...

Valero Energy (VLO) stock is coming off a remarkable stretch, with shares rising around 16% over the past three months and nearly 35% in the past year. Investors are taking notice of recent gains and are evaluating how these gains compare to the company’s fundamentals. See our latest analysis for Valero Energy. After a steady run across the year, Valero Energy’s momentum has picked up sharply. Recent share price gains are catching investors’ attention, and its one-year total shareholder...

In late 2025, Meridian Growth Fund highlighted Ziff Davis, Inc.'s return to organic growth and its enhanced segment-level financial disclosure, which improved transparency for investors. This marked the company’s first period of organic growth in nearly four years and enabled more accurate assessments of its underlying business value. We'll explore how improved financial transparency and renewed organic growth are influencing current views on Ziff Davis's investment narrative. The latest...

Murphy USA reported third-quarter earnings that surpassed forecasts, supported by higher merchandise sales. In addition to these results, the company authorized a $2 billion share repurchase and increased its quarterly dividend by 19%. See our latest analysis for Murphy USA. Murphy USA's positive quarter comes after a transitional stretch for the stock. While the one-month share price return of 7.7% hints at building momentum and recent buy-and-back initiatives signal management’s optimism,...

Kodiak AI, Inc. recently closed its shelf registration dated October 10, 2025, allowing it to offer up to US$1.56 billion in common stock and warrants. This move highlights Kodiak AI's potential focus on capital raising and future investment opportunities, which often signals new projects or expansion plans. We'll explore how this significant fundraising capacity could influence Kodiak AI's investment narrative going forward. The end of cancer? These 29 emerging AI stocks are developing tech...

Patterson-UTI Energy (PTEN) saw its shares tick up after a modest 1% gain in daily trading, catching the attention of investors who are watching for signs of change in the energy sector. The company’s recent returns and business fundamentals are now in focus. See our latest analysis for Patterson-UTI Energy. Patterson-UTI Energy’s latest share price pop comes after a challenging stretch, with the stock down over 31% year-to-date and delivering a total shareholder return of -24.6% across the...

Parker-Hannifin recently reported quarterly results that exceeded analyst expectations, driven by strong organic growth in aerospace, defense, and a rebound in North America's industrial segment. A key takeaway from the report is the company's operational strength across major end-markets, highlighted by positive momentum in both long-cycle aerospace and recovering industrial operations. We'll now explore what these better-than-expected results, especially the surge in aerospace and defense,...

In recent announcements, Jacobs Solutions secured several major projects, including being selected in a joint venture by the Queensland Department of Transport and Main Roads for the Logan and Gold Coast Faster Rail Project, and by El Paso Water to deliver a US$200 million utility infrastructure improvement program near El Paso International Airport and Fort Bliss. An important insight is Jacobs' expanding footprint in advanced infrastructure sectors, such as quantum computing facilities...

IAC recently reported quarterly financial results showing an 8.1% year-on-year revenue decline, missing analysts' revenue and EPS estimates for the period. Regulatory scrutiny of AI-generated content and the transition away from third-party cookies have particularly challenged IAC’s digital media and marketing effectiveness. We'll examine how these operating headwinds and regulatory pressures now impact IAC's investment narrative and growth assumptions. This technology could replace...

FTAI Aviation (FTAI) is attracting investor attention after recent analyst commentary spotlighted several events on the horizon, including an upcoming investor day, FAA approval prospects, and a possible new capital initiative. The company’s strong financial track record adds more interest as investors weigh the outlook and next steps. See our latest analysis for FTAI Aviation. FTAI Aviation’s recent momentum stands out, with the stock boasting a 17.1% year-to-date share price return as...

Alarm.com Holdings (ALRM) has seen some movement in its stock price recently, prompting investors to take a closer look at the company’s performance and outlook. The stock is coming off a month in which it posted a 4% gain. See our latest analysis for Alarm.com Holdings. Alarm.com Holdings’ recent 1-month share price return of 4.45% has offered some relief after a challenging year, with momentum starting to stabilize despite a 1-year total shareholder return of -20.49%. While short-term...

Wondering if CAVA Group’s stock offers hidden value or if you’re just catching falling knives? You’re not alone, and there is more to the story beneath the ticker symbol. The share price has been volatile, rising 9.0% over the past week after a sharp 5.1% decline in the past month, and remains down 55.7% year-to-date. Recently, news about CAVA Group has focused on its aggressive expansion plans and partnerships with delivery platforms. These developments have excited some investors while...

Garrett Motion (NasdaqGS:GTX) is making waves by expanding its partnership with PTC and adopting advanced cloud-based engineering platforms to upgrade its product development tools. This move highlights Garrett’s commitment to digital transformation and smarter workflows across its global business. See our latest analysis for Garrett Motion. Building on the momentum from its expanding digital initiatives, Garrett Motion’s share price has soared 85.5% year-to-date, with a remarkable 1-year...

Calix (CALX) just saw two events catch investor interest. The company named John Durocher as its new Chief Operating Officer, and CoastConnect announced accelerated adoption of Calix’s AI-driven broadband platform. See our latest analysis for Calix. Calix’s year-to-date share price return stands at an impressive 63%, signaling that investor optimism is building as the company doubles down on AI-driven platforms and strategic leadership changes. Leadership moves and rapid client adoption of...

In recent weeks, Cheniere Energy reported strong third-quarter results, beating revenue and EPS expectations, lifting full-year distributable cash flow guidance, and completing the third Train of Corpus Christi Stage 3 ahead of schedule. Despite some operational headwinds from feedgas quality issues, positive insider sentiment and sizeable share buybacks have further shaped the company's outlook. Now, we'll explore how early project delivery and ongoing buyback activity influence Cheniere...

In recent Gartner research conducted prior to December 2025, more than half of government CIOs outside the US indicated plans to increase IT budgets in 2026, especially prioritizing cybersecurity, artificial intelligence, generative AI, and cloud platforms despite broader constraints on public finances. An interesting finding from the survey is that 74% of these CIOs have already deployed or plan to deploy AI within the next twelve months, signaling rapid adoption and integration of AI...

Zai Lab (NasdaqGM:ZLAB) just shared its Q3 2025 results, highlighting ongoing product revenue growth driven by NUZYRA and XACDURO, as well as solid progress in its clinical development pipeline. See our latest analysis for Zai Lab. After a tough year for shareholders, Zai Lab's recent commercial wins and pipeline progress have sparked some optimism, but the share price still reflects lingering caution. Despite the management’s upbeat tone and new clinical milestones, the 1-year total...

There's no doubt that money can be made by owning shares of unprofitable businesses. For example, although Amazon.com...

Floor & Decor Holdings (FND) has just opened new warehouse stores in Washington, South Carolina, and Idaho, highlighting its growth strategy and expanding footprint. These new locations could generate increased interest in the stock’s direction. See our latest analysis for Floor & Decor Holdings. Shareholders have seen Floor & Decor’s share price slip 34.8% year-to-date, with a 1-year total shareholder return of -43.2%. While recent store openings fuel optimism about long-term growth, the...

In the past week, Enova International reported third-quarter revenue growth of 16% and a 29% annual increase in small business lending, while also amending its receivables facility to extend the maturity and enhance flexibility. The company further saw its CEO exercise stock options and attract considerable interest from investors and online forums, reflecting optimism around recent developments. A unique aspect of the announcement is Enova’s proactive approach to financial operations,...

On November 24, 2025, GXO Logistics announced amendments to its key credit agreements, permitting up to US$400 million in unrestricted cash to be netted from leverage calculations, and completed its first ever €500 million senior unsecured bond issue in Europe bearing 3.750% interest and maturing in 2030. These financing actions provide GXO Logistics with greater flexibility in managing its capital structure and liquidity, potentially bolstering its ability to fund operations and pursue...

TransMedics Group (TMDX) has caught investor attention after trading higher by nearly 1% today. The company has seen substantial returns this year, which has sparked new conversation around its valuation and growth potential. See our latest analysis for TransMedics Group. Momentum is clearly building for TransMedics Group, with a 1-day share price gain of 0.38% and a notable 120% price return year-to-date. Over the past year, the total shareholder return has reached 71.85%, which highlights...